Tsuburaya Fields Holdings (2767) Q2 2027 earnings summary

Executive summary

• H1 FY2027 results tracked broadly in line with plan; net sales were ¥89,624 million (-6.6% YoY) and operating profit was ¥11,744 million (-13.6%).

• Domestic content and digital reforms sharply increased segment profit, while amusement earnings declined amid lower pachislot sales.

Financial highlights

• H1 net sales were ¥89,624 million (-6.6% YoY), operating profit ¥11,744 million (-13.6%), ordinary profit ¥11,954 million (-14.0%) and parent-attributable profit ¥8,216 million (-14.0%).

• Gross profit was ¥21,592 million versus ¥24,383 million YoY; SG&A was ¥9,848 million versus ¥10,788 million.

• Basic EPS was ¥131.96 versus ¥153.52 YoY; diluted EPS was ¥131.67 versus ¥153.05.

• H1 sales and operating profit reached 43.7% and 52.2% of full-year forecasts; parent-profit progress was 54.8%.

Outlook and guidance

• FY2027 forecasts remain unchanged: net sales ¥205,300 million, operating profit ¥22,500 million, ordinary profit ¥22,650 million and parent-attributable profit ¥15,000 million.

• FY2027 basic EPS forecast is ¥240.95; actual results may differ materially due to risks and uncertainties.

• Revised FY2026–FY2028 plan targets operating profit of ¥22.5bn, ¥25.5bn and ¥28.5bn, and parent profit of ¥15.0bn, ¥16.0bn and ¥18.0bn; content and digital targets rise to ¥29.0bn sales and ¥6.5bn operating profit in FY2028.